In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook.

From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith and business don’t mix. You need older, wealthier clients to grow.

He ignored all of it.

Adam launched AO Wealth with a baby on the way and no backup plan. Fifteen years later, he leads a thriving firm serving 300+ households with remarkable efficiency.

This is a masterclass in purpose-driven leadership every advisor should hear.

Key Takeaways: 

• Serve with Strategy (05:26) – Building a practice around 30- to 40-year-olds works when you're intentional about your time, messaging, and service model.
• Purpose Starts Early (14:40) – A mission trip—and a now-lost book on Christian business leaders—sparked the vision for a firm grounded in faith and values.
• Faith in the Volatility (19:33) – When markets shake confidence, Adam blends sound math with spiritual grounding to help clients stay steady.
• Legacy in Motion (21:23) – For Adam, growth means more than numbers. It’s about deepening team capacity, preparing for succession, and staying true to the mission.

Adam Obrecht: “The numbers tell one story, but how you live out your life tells a whole different story.”

Rob Brown: “It wasn’t just a niche—it was a calling. And you built the kind of practice most advisors are afraid to even imagine.”

About Adam Obrecht: Adam is the owner of AO Wealth Advisory, a financial planning firm in Urbandale, Iowa. Adam's career started in agricultural and commercial lending, but quickly shifted to investments. Adam started AO Wealth Advisory in 2010 after time spent as a product specialist for a regional broker-dealer and five years in a CPA firm. Adam is married with two sons.

Connect with Adam Obrecht: 

Website: http://aowealthadvisory.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/adamobrecht/

Episode References:

• The Purpose-Focused Advisor Weekly Newsletter
• The Purpose-Focused Advisor Mastermind
• Executive Coaching with Rob Brown

Connect with Rob Brown:

Website: http://truestfan.com/ 

LinkedIn: https://www.linkedin.com/in/truestfan/